What's New

Working on multiple projects for a particular customer? With this update, you can select multiple projects and timesheets from the Time Tracking tab and include them in a single invoice.

26 December 2018

Keep Your Customers Notifed via SMS

You can now integrate Zoho Books with Twilio, which is a cloud communication platform. This integration lets you send automated text messages to your customers when you create invoices, make invoice payments or send payment reminders.Learn more...

26 December 2018

Restrict Invoice Creation for Customers with Credit Limits

Now, you can set a credit limit for individual customers. When the outstanding balances of these customers exceed their set credit limit, invoice creation will no longer be possible for them. Alternatively, you can choose to show a warning before proceeding to create an invoice for these customers.Learn more...

21 December 2018

Request Your Customers' Payments Details for Auto-charge

This update lets you request your customers for their payments details. Their card credentials will be validated before being securely stored with Zoho Books. These credentials can then be used to charge them for future transactions automatically. This feature is available only if you've enabled a payment gateway that is compatible with auto-charge.Learn more...

18 December 2018

Open a new tab for URLs with Custom Links

The custom link feature lets you quickly open an external website in a new tab, right from Zoho Books. This is useful in cases where you want your users to easily find external resources, such as your company's invoice creation guide when creating an invoice.

14 December 2018

Associate Employees with Expenses

You can now add an employee and associate them with the expenses that you create. This lets you track your expenses better.

13 December 2018

Enhanced Trial Balance Report.

We've added the option to show accounts with their balance as zero, as well as the opening and closing balances of your accounts in the trial balance report. Also, you can now compare this report with a previous date range.

10 December 2018

Supported More Filtering Options for Some Reports

Some reports can now be filtered with more options to show or hide columns. These changes are available for the following reports: Retainer Invoice Details, Payments Received, Credit Note Details, Recurring Invoice Details, Bills Details and the Sales Order Details reports.

6 December 2018

Introduced Web Tabs

The Web Tabs feature lets you and all the users in your organization open an external website within Zoho Books.Learn more...

NOV

2018

29 November 2018

More Filters in the Sales by Item Report

The Sales by Item report can now be filtered based on custom fields created for items. With this update, you can also choose to hide default columns.Learn more...

27 November 2018

Prevent Changes to Invoiced Estimates

You can now prevent changes from being made to estimates which have been invoiced. Users who do not have sufficient permissions will be asked to contact an admin to make changes to an invoiced estimate.

22 Novemebr 2018

Easily Favourite Your Custom Views

With this update, you can easily mark your frequently used custom views as favorites by clicking the Star icon next to them in the Custom Views dropdown.

22 November 2018

In-app Notifications

You can now create your own in-app notifications that can be triggered using workflows. These notifications will be sent to the mobile app as well.

21 November 2018

View Customer and Vendor Balances 'As On' a Certain Date

The Customer Balances and Vendor Balances reports can now be generated to show your customer and vendor balances without being affected by future transactions.Learn more...

20 November 2018

Generate Reports based on Projects

The Profit and Loss and Account Transactions reports can now be generated based on projects, which will include all project related transactions.

20 November 2018

More Filtering Options for the Invoice Details Report

The Invoice Details report can now be filtered based on more contact and invoice details such as the Expected Payment Date or Shipping Charges, as well as any related custom fields. This update also lets you hide default fields.Learn more...

19 Novemebr 2018

Custom Fields for Manual Journals

With this update, you can create custom fields to record additional information in a journal entry.

14 November 2018

Search for Items by SKU

Items can be searched for by their SKU while creating price lists, making it easier to create price lists with many items.

9 November 2018

Template Customization for Vendor Statements

You can now customize various aspects of the Vendor Statement such as fonts and colors to suit your needs better.

5 November 2018

Clone Your Chart of Accounts

You can now choose to import all of your data from the Chart of Accounts to your cloned organization.

OCT

2018

1 October 2018

Customizable Journal Numbers

You can now manually add journal numbers each time when you make a journal entry.You can also choose to allow Zoho Books to generate journal numbers automatically while importing journals.

1 October 2018

Generate Payment Numbers for Payments Received

You can now generate payment numbers in the Payments Received module. This can either be done manually, or automatically to save you time.

4 October 2018

Import Retainer Payments

Import retainer payments from your previous accounting system and keep a track of all your payments in the Payments Received module.

5 October 2018

Send Invoices in Your Customer's Language

You can now send invoices to your customers in their portal language. Select the portal language in the contact details section and allow them to view it in their customer portal or just the invoice.

11 October 2018

Auto-generate Transfer Orders and Bundling Numbers

Transfer order numbers and bundling numbers are now automatically generated. This is applicable when your organization has enabled the Zoho Inventory add-on.

15 October 2018

Track Profits With the New Product Sales Report

The Product Sales Report allows you to customize the date range and identify the average profit margin of a product sold along with its SKU, Quantity Sold and Sales Price in that period.

15 October 2018

Bulk Update Invoices, Credit Notes and Projects

You can now update a single field in multiple invoices or credit notes at once. Select multiple transactions and click bulk update to update the fields you would like to update in the pop-up.

22 October 2018

Upgraded Zoho Books - Zoho Projects Integration

A bunch of new features have been added to the Zoho Books- Zoho Projects integration to provide for better billing and seamless data sync.Learn more...

24 October 2018

Introducing Comments and History for Manual Journals

Easily identify all the changes made to a journal created. You will also be able to add your comments if any, right there.

24 October 2018

Quick Actions in the Contacts Module

You can now edit and email contacts right from the contacts list page itself in the action drop-down.

25 October 2018

View Journal Entries Straight Away

View the journal entry created for a transaction in the transaction details page itself. This is currently available for Expenses, Bills, Credit Notes, Vendor Credits, and Invoices.

25 October 2018

Email Payment Reciepts At Once

Email payment receipts for all the payments received from your customers in just a click. Select all transactions and click the email icon to do this.

25 October 2018

Associate Billing and Shipping Address for Recurring Invoices

Previously the customer's primary address was associated with a recurring invoice by default. Now, you can select the billing and shipping address and send them to your customers.

SEP

2018

26 September 2018

Client Approvals for Timesheets

Enable client approvals and get your time entries verified and approved by your client before you invoice them.Learn more...

26 September 2018

Easily Filter Your Unreconciled Transactions

The Unreconciled filter has now been added to the banking module to provide for easy reconciliation.

20 September 2018

Bulk Update for Recurring Invoices

You can now update a single field in multiple recurring invoices at once. You can use this to update fields such as the sales person associated to the multiple invoices, payment terms and so on.

20 September 2018

Fetch all Your Feeds

You can now choose to fetch your feeds from a specific date. Feeds by default are fetched from your last sync date. You can fetch feeds that were not fetched in your previous sync by selecting a specific date.

20 September 2018

Mark Expenses and Bills as Unbilled

You can now mark the expenses and bills as unbilled while you void an invoice. This applies in cases where you might have marked your expenses as billable and you would like to void it.

18 September 2018

Incorportated Sales Orders to the Client Portal

The client portal now has the sales orders, thereby letting your customers view the confirmation of an impending sale.

7 September 2018

Create Reverse Journal Entries

You no longer have to create a new entry to reverse the debits and credits of a journal you published earlier. Just click create reverse entry and a new journal with debits and credits reversed will be added to neutralize the entry.

3 September 2018

Zoho Books - Zoho Mail Integration

Zoho Books integrates with Zoho Mail to bring all the email correspondence between you and your contact in one place. . The integration lets you view emails, manage documents and view all activity in the 'Comments' section of your transactions.Learn more...

AUG

2018

23 August 2018

Updates to Project-based Invoicing

With this update, bills that are associated with projects can be included in project-based invoices. Also, including time entries in project-based invoices has been made optional. This lets you charge your clients only for bills and expense that are related to a project.Learn more...

23 August 2018

Enhancements to the Inventory Summary Report

The Inventory Summary report can now be generated based on the availability of specific items.

23 August 2018

Batch Tracking for Composite Items and Bundling

Your composite items and bundles can now be tracked in batches to ensure you always know which batch a defective or expired product originated from. These features are available when you've enabled the Zoho Inventory add-on.

13 August 2018

Perform Invoice Actions Faster

You can now perform invoice actions such as Edit, Print and Approve right from the invoice details page, to help save you a sliver of time.

9 August 2018

Export Users

With the new update, you can download a backup file of all the users in your organization along with their roles and email addresses.

3 August 2018

Enhanced Inventory Reports

This update lets you generate the Inventory Summary and Inventory Valuation Summary reports based on item names.

JULY

2018

27 July 2018

Enhancements to Manual Journals

The manual journals section of Zoho Books has been upgraded. Now you can: a) Create journals in the Draft status and publish them either one by one or in bulk. b) Import or export your journal file along with its status.Export files can be password protected too. c) View journals offline by downloading it as a PDF or printing it.Learn more...

18 July 2018

The New Spreadsheet Lite Template

A blend of the spreadsheet and spreadsheet plus invoice templates affixed with new features is the new Spreadsheet Lite. You can sign on the left and right side of your invoice when you use this template.

18 July 2018

Navigate Between Estimates and Invoices

The comments section of an invoice now lets you navigate to the estimate from which an invoice was created and vice versa.

18 July 2018

Associate Estimates While Importing Invoices

Zoho Books now lets you associate estimates to your invoice import file. This will change the estimate status automatically to invoiced.

13 July 2018

Reclaiming Purchase VAT and Flat Rate

You can now reclaim the Flat Rate and Purchase VAT when an expense or bill value with multiple line items is greater than 2000 pounds (inclusive of VAT) and is bought under the fixed asset account.

12 July 2018

Filter Timesheets by Customers or Projects

You can now filter your timesheet entries by your customer name or project name. So you can use a combination of status, period, customer and project name to get to that timesheet you were looking for.

6 July 2018

Email Notifications for Workflow Limits

You will now receive email alerts when you're about to exhaust your workfow limit so that you can plan your executions for the day accordingly. This applies to email alerts, webhooks, and custom functions.Learn more...

4 July 2018

Enhancements to the Trial Balance

You can now generate the trial balance for a custom period of your choice. Select the From and To dates and the report will be ready when you click Run Report.

JUNE

2018

27 June 2018

Filter Your Aging Details Report by Customers or Vendors

Find out the amount that you're owed or need to pay with regard to particular contacts.The Aging Details report can now be customized based on a Customer for your Receivables or a Vendor for your Payables.

27 June 2018

Advanced Filters for the Invoice Details Report

Your Invoice Details report can now be generated based on Advanced Filters such as your customer name or custom fields.

22 June 2018

Additional Columns in the Account Transactions Report

With this update, you can choose to display the Account Code and Running Balance for all your accounts in the Account Transactions Report.

19 June 2018

Print Your Bank Transaction Details

You can now print the transaction details of your bank or card transactions in the banking module, in case you need a hard copy of them.

18 June 2018

Custom Buttons for More Modules

You can now create Custom Buttons for more modules, namely; Bills, Credit Notes, Expenses, Purchase Orders, Retainer Invoices and Vendor Credits. These buttons can be placed within Zoho Books to quickly perform custom actions.Learn more...

13 June 2018

Detailed General Ledger Report

The General Ledger report now displays rows of all your transactions under every General Ledger account, along with their Opening and Closing Balance.

8 June 2018

Cancel Items In Purchase Orders

Items that you had ordered by mistake or that are no longer needed can now be cancelled in your purchase orders, provided that they are partially billed.Learn more...

8 June 2018

Hide Your Item Rates

The Selling Price and Purchase Price of your Items can now be hidden for users under a particular role.Learn more...

8 June 2018

Bulk Update for Estimates

You can now update a field in multiple estimates at once with common data, such as your Terms & Conditions.Learn more...

5 June 2018

Retain Your Recently Used Custom Views

With this update, your recently used custom views are retained, even after closing and re-opening Zoho Books, allowing you to pick up from where you left off.

5 June 2018

Calendar View for Bills

Calendar View lets you view all your pending bills in a neat, calendar like structure with cells showing the total amount due on that date. Clicking on a cell will bring up a list of all the bills due on that date, if any.

MAY

2018

28 May 2018

Landed Costs

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.Learn more...

25 May 2018

Filter and Email Outstanding Transactions

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PII

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.Learn more...

18 May 2018

Export Modules by Transaction Status

You can now export your invoices and estimates from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received Report

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

15 May 2018

Zoho Books - Zoho People Integration

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.Learn more...

08 May 2018

Filter Report by Reporting Tags

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.Learn more...

04 May 2018

Better Stock Traceability

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

APR

2018

26 April 2018

Payment Gateway Preferences

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDs

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and Invoices

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFs

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your Invoices

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting Tags

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

MAY

2018

28 May 2018

Landed Costs

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.Learn more...

25 May 2018

Filter and Email Outstanding Transactions

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PII

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.Learn more...

18 May 2018

Export Modules by Transaction Status

You can now export your invoices and estimates from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received Report

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

17 May 2018

Introducing Retainer Invoices

Record the advance payment you collect from your customers for the goods or services you will be offering them.Learn more...

15 May 2018

Zoho Books - Zoho People Integration

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.Learn more...

8 May 2018

Filter Report by Reporting Tags

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.Learn more...

4 May 2018

Better Stock Traceability

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

APR

2018

26 April 2018

Payment Gateway Preferences

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDs

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and Invoices

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFs

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your Invoices

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting Tags

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

In the contact details page, you can view the bills that are associated to a particular customer.

20 March 2018

Export Customer and Vendor Statements in XLS

You can export your customer and vendor statements in the XLS format to give your contacts better control over the data and to perform Excel operations on them.

15 March 2018

Convert Approved or Submitted Transactions into Drafts

Transactions that are approved or that have been submitted for approval can be converted into drafts. Also, you can add a comment to let the submitter know the reason for not approving the transaction.

15 March 2018

Sync Your Zoho Books’ Contacts with Zoho Campaigns

Your contacts from Zoho Books can be synced with Zoho Campaigns. This will allow you to create powerful campaigns for your contacts in Zoho Books.

06 March 2018

Set Your Items to be Tax Inclusive

We've added an option to set your item rates as tax inclusive.

05 March 2018

Increased Number of Custom Fields

The limit for the number of custom fields has now been increased to 39 for Expenses and Credit Notes.

05 March 2018

Include Zoho Inventory Data When You backup

Backups for your organizations in Zoho Books that are integrated with Zoho Inventory will now include the Zoho Inventory data. So, you need not make another backup request for the same data in Zoho Inventory.

FEB

2018

21 February 2018

Hide Balance Due from the Header

We've introduced an option to hide the Balance Due in the header of an invoice template. Now, you can hide it in the Standard, Grand, Standard Euro and Continental templates.

21 February 2018

Templates for Vendor Credits

Customise and set templates for vendor credits. This provides you with a lot of customisation options to change its appearance.

20 February 2018

Export files in XLSX Format

You can now export files in XLSX format and set a password to protect them.

20 February 2018

Separate Statuses in Purchase Orders

The status of a purchase order is split and displayed as a order status and bill status. Now, track the purchase orders more efficiently.

15 February 2018

Enhancements to the Banking Module

You can now view all the matched transactions if you had matched multiple transactions to a single bank feed. Also, search these transactions based on the amount in the feed, against which they were matched to identify all the transactions that were matched.

01 February 2018

Access Zoho Books Custom Fields in Zoho CRM

The custom fields you create in Zoho Books will be available in Zoho CRM. You can now create custom views and custom reports in Zoho CRM based on the custom fields.

JAN

2018

24 January 2018

Approval Workflow for transactions.

Enable transaction approval for your Sales and Purchase Transactions in settings. Now, you can appoint approvers who can verify and approve transactions before sending them to your customers or vendors.Learn more...

24 January 2018

Importing statements made easy.

Now, you can import bank statements directly from the document folder of Zoho Books. It’s easy and quick.

05 January 2018

Running balance on display.

Track the running balance of your bank account, credit card and cash account against each transaction in the Banking module under All Transactions. Stay updated on your financial status.

04 January 2018

Advanced search in contacts.

You can now perform advanced search for contacts in all creation pages. You can enter any information relevant to a contact and the advanced search finds the contact for you.

DEC

2017

15 December 2017

More on customization.

We have extended the line item customization options to the purchase module as well. You can now customize the line item table in purchase templates like Purchase orders and bills to suit your need.

5 December 2017

Manage upto 100 different addresses for your sale.

You can now add upto 100 additional addresses for your contact in Zoho Books from the contact details section, thereby increasing your scope of supply for that customer.

NOV

2017

14 November 2017

Keyboard shortcuts to help speed you through common accounting tasks.

You can now navigate to transactions, create them, and save them right from your keyboard. Press SHIFT + ? to view all the available keyboard shortcuts in Zoho Books.

OCT

2017

11 October 2017

Customization just got better.

You can now customize the line item table in all sales templates to suit your need.

04 October 2017

Do more from the Quick Create section.

You can now create retail invoices, customer payments, recurring expenses, recurring bills, vendor payments, journal entry, item adjustments an much more from the quick creation page.

With an option to add ‘Street Address 2’ field in address section, add further information to your contact’s address like floor number, apartment number, crossroads, etc.

09 June 2017

Send Customer Statements in bulk.

Select multiple contacts, a date range and send customer statements for the selected date range to multiple customers at the same time.

09 June 2017

Enhancements to the Project Module.

Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.

MAY

2017

24 May 2017

Pay without logging in to the Client Portal.

You will now be redirected to a secure payment page, no matter the status of your Client Portal.

18 May 2017

Enhancements to Forte and Authorize.net integrations.

You can now choose either a bank account or a credit card account (or both), and the preference will be saved in your Client Portal.

11 May 2017

Enhancements to bulk download option.

The option to bulk download transactions as pdf has been extended to bills modules as well.

10 May 2017

Save bills as draft.

You can now save your bills as draft using the 'Save as Draft' option.

APR

2017

25 Apr 2017

Bulk download as PDF.

The limit to bulk download as PDF is set to a maximum limit of 100 at a time.

19 Apr 2017

Map Purchase Information with CRM Fields.

Sycn your purchase Information of Items with CRM and reflect them under COGS Account.

19 Apr 2017

Match journal against statement transactions

Include bank and card accounts in manual journals to match journal against statement transactions in banking.

MAR

2017

29 Mar 2017

Zoho Books - Zoho Checkout Integration

With this integration, you can now handle taxes and accounting on your payment pages with ease.Learn more...

24 Mar 2017

Personalize your Zoho Books organization to go with your brand

Set up custom domain to add a favicon to your Zoho Books organization to further enhance and increase the prominence of your brand.Learn more...

23 Mar 2017

Show Total Amount in Words

With the feature to show the total amount on the Invoice in words, be doubly sure of the amount in an Invoice, Estimate, Retainer Invoice or on a Payment Receipt.

23 Mar 2017

View daily API Usage

Keep track of the API Usage for your Zoho Books organization on a daily basis.

23 Mar 2017

Out of Stock' warning

Evaluate the total stock kept on hand by setting pop-up alerts from within Zoho Books, this automatically trigger a message if items are out of stock.

10 Mar 2017

Create Custom Button

Create new button actions and define them based on your requirements with the help of an advanced feature called Custom Buttons.Learn more...

09 Mar 2017

Multiple Address Selection

While creating any sales transaction, upon selecting the customer, you can select the Billing and Shipping address from the list of addresses of that contact.

09 Mar 2017

Enhancements in Reporting Tags

Select a tag for the line item while creating any transaction in Zoho Books.

FEB

2017

14 Feb 2017

Direct Debit Payments through GoCardless

Whether it’s a recurring invoice or a one-off invoice, your customers can authorize you to collect money directly from their bank account whenever the invoice is due. Customers in Europe can also start accepting SEPA payments via GoCardless.Learn more...

With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Books.

DEC

2015

31 Dec 2015

ATTACH MORE FILES TO AN INVOICE

You can now attach multiple files to an invoice and also choose to display them in the Client Portal.

31 Dec 2015

INTRODUCING THE AUSTRALIAN EDITION OF ZOHO BOOKS

Australian businesses can now generate the Business Activity Statement(BAS) and apply exemptions while creating Sales & Purchases transactions.Learn more...

NOV

2015

26 Nov 2015

SPEAK YOUR CUSTOMER'S LANGUAGE

You can now send invoices, estimates, payment reminders, etc., in your customer’s preferred language. You can also choose to display the Client Portal in your customer’s language.

23 Nov 2015

CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDS

Choose the type of information you wish to capture with custom fields in Contacts, Estimates, Invoices, Sales Order & Purchase Order. (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.Learn more...

19 Nov 2015

RETRACE YOUR STEPS WITH THE HISTORY ICON

The history icon on the top bar gives you a glimpse of all recent activities in your account.

19 Nov 2015

ADD CONTACTS AND CREATE TRANSACTIONS IN A SINGLE CLICK

The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

4 Nov 2015

REPORT SCHEDULER

Users can now schedule a report to be generated on a weekly, monthly or quarterly basis.

3 Nov 2015

USER SEGMENTATION FOR CUSTOMERS

Allow users to access transactions and information of customers to whom they are assigned.

OCT

2015

8 Oct 2015

INTRODUCING CHAT SUPPORT

We have now introduced chat support for all our customers in the UK, USA and Canada.

7 Oct 2015

BATCH EXPENSE:ADD ALL YOUR EXPENSES IN ONE GO

Add up to 30 expenses in one go with the new Batch Expense feature in Zoho Books.

SEP

2015

16 Sep 2015

SWITCH OVER FROM ZOHO INVOICE TO ZOHO BOOKS EASILY

We’ve made it possible for you to switch your organization to Zoho Books from Zoho Invoice in just a few clicks.

16 Sep 2015

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONS

Receive instant notification on Client Portal activities and any new feature added to Zoho Books, through the Notifications section.

11 Sep 2015

COPY MULTIPLE EMAIL ADDRESSES WHILE SENDING AN EMAIL FROM ZOHO BOOKS

Users can now have multiple email addresses in CC while sending emails.

The new Zoho Books supports multiple languages(ENGLISH, DEUTSCH, ESPANOL, FRANCAIS, ITALIANO, NEDERLANDS, PORTUGUES, SVENSKA, JAPANESE and CHINESE) and new users can now sign up and select the language for their Zoho Books account.

7 MAY 2014

ZOHO CRM INTEGRATION- SEARCH

Accounts/Contacts created in Zoho CRM can now be searched and instantly imported to Zoho Books while creating any transaction. This option is available only for the new Zoho CRM integration.

APR

2014

28 APR 2014

ZOHO BOOKS FOR WINDOWS 8.1

Zoho Books is now available in the windows store. With Zoho Books for Windows 8.1, Zoho now supports the entire array of Microsoft platforms, including phones, tablets as well as desktops.

23 APR 2014

TAX SUPPORT IN PURCHASE ORDERS

Now you can associate tax with the purchase order at the time of creating the order.

21 APR 2014

ESTIMATES VIEWED STATUS

Know exactly when your clients viewed the estimates. The estimates detail page will now show the time and 'viewed' status to users.

21 APR 2014

QUICK AND ADVANCED SEARCH ENABLED FOR BANKING

In banking, you can now do a quick search for uncategorized transactions and Zoho Books transactions, and an advanced search by transaction types.

16 APR 2014

FIELD MAPPING AND VIEWS IMPORT FROM ZOHO CRM

We have now enabled field mapping and importing custom fields for both contacts and accounts from Zoho CRM to Zoho Books.

14 APR 2014

ADD ADDITIONAL CONTACT PERSON

Now you can add upto 20 contacts under 'Contact person' for an organization.

4 APR 2014

EDIT CUSTOM TEMPLATES

Custom templates created in the previous version are now editable in the new UI.

2 APR 2014

SALES ORDER

Confirm the final sale to your customer by sending the Sales Order before delivering the goods or services. Convert the sales order to invoice once the items are shipped.

MAR

2014

26 MAR 2014

PRICE LIST

Create customized price list for your items and associate it to individual customers or to the Invoices, Estimates, PO or Credit Notes you create for them.Learn more...

21 MAR 2014

50+ ADDITIONAL BANK SUPPORTED FOR BANK FEEDS

Zoho Books now supports another 50 Banks for automatic bank feeds. These banks are exclusively those that use 'Images' for their MFA.

7 MAR 2014

QUICK SEARCH

Quick search and advanced search options are now available for your items.

7 MAR 2014

CLONE BILLS

Duplicate a vendor bill instantly using the 'Clone' feature. This feature will duplicate a bill at the click of a button and all you need to do is confirm the details and click send.